See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,653 | $109,413+42.3% | $156,263-0.4% | $84,808+83.5% |
| Participation rate | 88.9% | 72.7%+16.2pp | 78.9%+10.0pp | 68.3%+20.6pp |
| Annual return | 16.94% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,421 | $2,907+17.7% | $4,333-21.0% | $2,631+30.0% |
| Participant deferral / active EE | $8,167 | $4,590+77.9% | $6,158+32.6% | $4,212+93.9% |
| Admin fee / account holder | $16,300 | $9,357+74.2% | $14,255+14.3% | $7,344+122.0% |